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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,561 | $124,425-89.9% | $112,040-88.8% | $137,256-90.8% |
| Participation rate | 78.6% | 79.3%-0.7pp | 76.5%+2.1pp | 80.0%-1.4pp |
| Annual return | 22.06% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,544 | $3,411-54.7% | $2,954-47.7% | $4,156-62.8% |
| Participant deferral / active EE | $1,869 | $5,718-67.3% | $5,098-63.3% | $6,407-70.8% |
| Admin fee / account holder | $954 | $15,207-93.7% | $12,098-92.1% | $12,270-92.2% |